Next Century Growth Investors as of Dec. 31, 2011
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 158 positions in its portfolio as reported in the December 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
HMS Holdings | 3.2 | $72M | 2.3M | 31.98 | |
Sxc Health Solutions Corp | 3.0 | $68M | 1.2M | 56.48 | |
Ultimate Software | 2.9 | $65M | 998k | 65.12 | |
Questcor Pharmaceuticals | 2.8 | $63M | 1.5M | 41.58 | |
Salix Pharmaceuticals | 2.6 | $58M | 1.2M | 47.85 | |
NetSuite | 2.6 | $58M | 1.4M | 40.55 | |
Gentex Corporation (GNTX) | 2.5 | $58M | 2.0M | 29.59 | |
RealPage | 2.5 | $57M | 2.3M | 25.27 | |
Concur Technologies | 2.3 | $53M | 1.0M | 50.79 | |
Chart Industries (GTLS) | 2.3 | $52M | 969k | 54.07 | |
NxStage Medical | 2.1 | $48M | 2.7M | 17.78 | |
BJ's Restaurants (BJRI) | 2.1 | $47M | 1.0M | 45.32 | |
BE Aerospace | 2.0 | $46M | 1.2M | 38.71 | |
Titan International (TWI) | 2.0 | $45M | 2.3M | 19.46 | |
Qlik Technologies | 1.9 | $43M | 1.8M | 24.20 | |
Portfolio Recovery Associates | 1.8 | $40M | 599k | 67.52 | |
Sourcefire | 1.7 | $39M | 1.2M | 32.38 | |
Catalyst Health Solutions | 1.7 | $39M | 743k | 52.00 | |
Taleo Corporation | 1.7 | $38M | 991k | 38.69 | |
Old Dominion Freight Line (ODFL) | 1.6 | $37M | 922k | 40.53 | |
Acacia Research Corporation (ACTG) | 1.6 | $37M | 1.0M | 36.51 | |
Cepheid | 1.5 | $35M | 1.0M | 34.41 | |
BroadSoft | 1.5 | $34M | 1.1M | 30.20 | |
Tenne | 1.4 | $33M | 1.1M | 29.78 | |
Syntel | 1.4 | $32M | 683k | 46.77 | |
Ariba | 1.3 | $30M | 1.1M | 28.08 | |
Grand Canyon Education (LOPE) | 1.2 | $28M | 1.7M | 15.96 | |
Financial Engines | 1.2 | $28M | 1.2M | 22.33 | |
DTS | 1.2 | $28M | 1.0M | 27.24 | |
Teavana Hldgs | 1.2 | $28M | 1.5M | 18.78 | |
Cornerstone Ondemand | 1.2 | $27M | 1.5M | 18.24 | |
athenahealth | 1.2 | $27M | 551k | 49.12 | |
Akorn | 1.1 | $26M | 2.3M | 11.12 | |
Fresh Market | 1.1 | $26M | 638k | 39.90 | |
Hexcel Corporation (HXL) | 1.1 | $25M | 1.0M | 24.21 | |
Northern Oil & Gas | 1.1 | $24M | 1.0M | 23.98 | |
Nic | 1.1 | $24M | 1.8M | 13.31 | |
Endologix | 0.9 | $21M | 1.8M | 11.48 | |
H&E Equipment Services (HEES) | 0.9 | $21M | 1.5M | 13.42 | |
Francescas Hldgs Corp | 0.8 | $19M | 1.1M | 17.30 | |
Lufkin Industries | 0.8 | $19M | 275k | 67.31 | |
Wabash National Corporation (WNC) | 0.8 | $18M | 2.3M | 7.84 | |
Pegasystems (PEGA) | 0.8 | $18M | 611k | 29.40 | |
Rosetta Resources | 0.8 | $18M | 415k | 43.50 | |
Hittite Microwave Corporation | 0.8 | $18M | 354k | 49.38 | |
RTI International Metals | 0.8 | $17M | 739k | 23.21 | |
FARO Technologies (FARO) | 0.7 | $17M | 362k | 46.00 | |
C&j Energy Services | 0.7 | $17M | 789k | 20.93 | |
Gulfport Energy Corporation | 0.7 | $16M | 532k | 29.45 | |
Fortinet (FTNT) | 0.7 | $15M | 706k | 21.81 | |
Volcano Corporation | 0.7 | $15M | 624k | 23.79 | |
SPS Commerce (SPSC) | 0.5 | $11M | 419k | 25.95 | |
Astronics Corporation (ATRO) | 0.5 | $11M | 297k | 35.81 | |
Apple (AAPL) | 0.4 | $9.6M | 24k | 405.02 | |
Chipotle Mexican Grill (CMG) | 0.4 | $9.6M | 29k | 337.73 | |
Kenexa Corporation | 0.4 | $9.4M | 353k | 26.70 | |
Body Central Acquisition Corporation | 0.4 | $9.2M | 370k | 24.96 | |
Tangoe | 0.4 | $9.4M | 613k | 15.40 | |
Amerigon Incorporated | 0.4 | $8.9M | 626k | 14.26 | |
Vocus | 0.4 | $8.8M | 399k | 22.09 | |
Allergan | 0.4 | $8.6M | 98k | 87.74 | |
0.4 | $8.6M | 13k | 645.92 | ||
ExlService Holdings (EXLS) | 0.4 | $8.3M | 371k | 22.37 | |
Cisco Systems (CSCO) | 0.3 | $8.0M | 442k | 18.08 | |
Amazon (AMZN) | 0.3 | $7.9M | 45k | 173.11 | |
Graham Corporation (GHM) | 0.3 | $7.8M | 349k | 22.44 | |
Flotek Industries | 0.3 | $7.7M | 775k | 9.96 | |
Fastenal Company (FAST) | 0.3 | $7.6M | 175k | 43.61 | |
Virtusa Corporation | 0.3 | $7.6M | 527k | 14.48 | |
Dynamic Materials Corporation | 0.3 | $7.4M | 372k | 19.78 | |
Union Pacific Corporation (UNP) | 0.3 | $7.1M | 67k | 105.94 | |
Boeing Company (BA) | 0.3 | $6.3M | 86k | 73.35 | |
Starbucks Corporation (SBUX) | 0.3 | $6.4M | 139k | 46.01 | |
Precision Castparts | 0.3 | $6.3M | 38k | 164.80 | |
Kansas City Southern | 0.3 | $6.3M | 93k | 68.01 | |
Ellie Mae | 0.3 | $6.3M | 1.1M | 5.65 | |
Cognizant Technology Solutions (CTSH) | 0.3 | $6.1M | 95k | 64.31 | |
Costco Wholesale Corporation (COST) | 0.3 | $6.1M | 73k | 83.32 | |
Nike (NKE) | 0.3 | $6.2M | 64k | 96.37 | |
LivePerson (LPSN) | 0.3 | $6.2M | 494k | 12.55 | |
eBay (EBAY) | 0.3 | $5.8M | 192k | 30.33 | |
Maxwell Technologies | 0.3 | $6.0M | 368k | 16.24 | |
Chicago Bridge & Iron Company | 0.3 | $5.8M | 155k | 37.80 | |
VMware | 0.3 | $6.0M | 72k | 83.19 | |
Insulet Corporation (PODD) | 0.3 | $5.8M | 310k | 18.83 | |
Visa (V) | 0.2 | $5.6M | 56k | 101.52 | |
priceline.com Incorporated | 0.2 | $5.7M | 12k | 467.73 | |
salesforce (CRM) | 0.2 | $5.7M | 56k | 101.46 | |
J.B. Hunt Transport Services (JBHT) | 0.2 | $5.5M | 122k | 45.07 | |
Oracle Corporation (ORCL) | 0.2 | $5.6M | 218k | 25.65 | |
Equinix | 0.2 | $5.6M | 55k | 101.40 | |
Baidu (BIDU) | 0.2 | $5.4M | 46k | 116.48 | |
HealthStream (HSTM) | 0.2 | $5.5M | 300k | 18.45 | |
OCZ Technology | 0.2 | $5.4M | 818k | 6.61 | |
Cummins (CMI) | 0.2 | $5.2M | 59k | 88.02 | |
Advisory Board Company | 0.2 | $5.3M | 71k | 74.21 | |
GeoResources | 0.2 | $5.2M | 178k | 29.31 | |
Bankrate | 0.2 | $5.1M | 238k | 21.50 | |
Qualcomm (QCOM) | 0.2 | $4.8M | 87k | 54.70 | |
Heritage-Crystal Clean | 0.2 | $4.8M | 288k | 16.56 | |
VeriFone Systems | 0.2 | $4.9M | 138k | 35.52 | |
Encore Capital (ECPG) | 0.2 | $4.6M | 215k | 21.26 | |
HEICO Corporation (HEI) | 0.2 | $4.5M | 77k | 58.48 | |
Ansys (ANSS) | 0.2 | $4.4M | 77k | 57.28 | |
Caterpillar (CAT) | 0.2 | $4.4M | 48k | 90.60 | |
Citrix Systems | 0.2 | $4.4M | 73k | 60.72 | |
OraSure Technologies (OSUR) | 0.2 | $4.3M | 472k | 9.11 | |
Abraxas Petroleum | 0.2 | $4.4M | 1.3M | 3.30 | |
Summer Infant | 0.2 | $4.3M | 606k | 7.04 | |
Servicesource | 0.2 | $4.3M | 272k | 15.69 | |
Rue21 | 0.2 | $4.1M | 191k | 21.60 | |
LogMeIn | 0.2 | $4.1M | 106k | 38.55 | |
Procera Networks | 0.2 | $4.1M | 265k | 15.58 | |
Imperva | 0.2 | $4.2M | 120k | 34.81 | |
Invensense | 0.2 | $4.2M | 420k | 9.96 | |
Schlumberger (SLB) | 0.2 | $3.9M | 57k | 68.32 | |
Celgene Corporation | 0.2 | $3.8M | 56k | 67.60 | |
Magnum Hunter Resources Corporation | 0.2 | $3.9M | 718k | 5.39 | |
EMC Corporation | 0.2 | $3.7M | 170k | 21.54 | |
Humana (HUM) | 0.2 | $3.7M | 42k | 87.62 | |
FedEx Corporation (FDX) | 0.1 | $3.4M | 41k | 83.52 | |
Whole Foods Market | 0.1 | $3.5M | 50k | 69.58 | |
Commercial Vehicle (CVGI) | 0.1 | $3.5M | 387k | 9.04 | |
Under Armour (UAA) | 0.1 | $3.2M | 44k | 71.78 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $3.2M | 49k | 64.91 | |
Genesee & Wyoming | 0.1 | $3.2M | 54k | 60.57 | |
Lululemon Athletica (LULU) | 0.1 | $3.2M | 69k | 46.67 | |
Wabtec Corporation (WAB) | 0.1 | $3.3M | 47k | 69.94 | |
Greenbrier Companies (GBX) | 0.1 | $3.2M | 131k | 24.28 | |
Mosaic (MOS) | 0.1 | $3.1M | 62k | 50.42 | |
Abiomed | 0.1 | $3.0M | 164k | 18.47 | |
OPNET Technologies | 0.1 | $3.0M | 81k | 36.67 | |
Alexion Pharmaceuticals | 0.1 | $3.0M | 42k | 71.49 | |
Merge Healthcare | 0.1 | $3.1M | 629k | 4.85 | |
Furmanite Corporation | 0.1 | $2.8M | 448k | 6.31 | |
PROS Holdings (PRO) | 0.1 | $2.8M | 186k | 14.88 | |
Intuitive Surgical (ISRG) | 0.1 | $2.4M | 5.2k | 463.03 | |
CARBO Ceramics | 0.1 | $2.5M | 20k | 123.34 | |
Aruba Networks | 0.1 | $2.5M | 134k | 18.52 | |
Derma Sciences | 0.1 | $2.5M | 334k | 7.58 | |
Walter Investment Management | 0.1 | $2.4M | 115k | 20.51 | |
BorgWarner (BWA) | 0.1 | $2.3M | 35k | 63.75 | |
Homeaway | 0.1 | $2.3M | 97k | 23.25 | |
Ralph Lauren Corp (RL) | 0.1 | $2.3M | 17k | 138.09 | |
Fluor Corporation (FLR) | 0.1 | $2.0M | 40k | 50.25 | |
Hub (HUBG) | 0.1 | $1.9M | 60k | 32.43 | |
Complete Production Services | 0.1 | $2.1M | 62k | 33.56 | |
United Therapeutics Corporation (UTHR) | 0.1 | $2.1M | 44k | 47.25 | |
Nokia Corporation (NOK) | 0.1 | $1.8M | 373k | 4.82 | |
Broadcom Corporation | 0.1 | $1.9M | 64k | 29.36 | |
Polypore International | 0.1 | $1.8M | 40k | 44.00 | |
Linkedin Corp | 0.1 | $1.8M | 28k | 63.01 | |
Crocs (CROX) | 0.1 | $1.6M | 110k | 14.77 | |
Watson Pharmaceuticals | 0.1 | $1.6M | 26k | 60.34 | |
Praxair | 0.0 | $217k | 2.0k | 106.69 | |
Wynn Resorts (WYNN) | 0.0 | $160k | 1.4k | 110.50 | |
Biolase Technology | 0.0 | $6.180000 | 2.00 | 3.09 | |
Magnum Hunter Resources Wt | 0.0 | $0 | 72k | 0.00 |